CompleteMarkets Editor

Articles authored by CompleteMarkets Editor


Campaign Mass Mailer

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CAMPAIGN MASS MAILER Dear (Customer Name): WE'RE ACTIVE, NOT REACTIVE Your insurance premium must be due - you've heard from your insurance agent. Is this your experience with insuranc...

Can How You Handle A Claim Cause An E&O Claim?

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CAN HOW YOU HANDLE A CLAIM CAUSE AN E&O CLAIM? by Curtis Pearsall Definitely! This has developed into a significant issue for agents and is a current E&O hotspot. Approximately 10% of E&O...

Can You Do Business At A Family Event?

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CAN YOU DO BUSINESS AT A FAMILY EVENT? by Bill Cates You can - but be very careful! If your friends perceive you as trying to do business at a wedding, it could hurt your chanc...

Can Your Agency Become Partners With A Bank?

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CAN YOUR AGENCY BECOME PARTNERS WITH A BANK? by Roger Thomas Are you an agent who wants to sell to, or partner with, a bank? If so, you're probably searching for a banker who is in...

Cancellation - Invoice

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CANCELLATION - INVOICE Dear (Customer Name), RE: The process of cancellation of the above policy is now complete, and enclosed is our invoice for the additional premium due at this time. Thank ...

Cancellation - Request Policy

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CANCELLATION - REQUEST POLICY Dear (Customer Name), RE: At your request, we are sending the enclosed Cancellation Request/Policy Release to effect cancellation of the above policy on ( ). Please ...

Cancellation - Request Policy 2

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CANCELLATION - REQUEST POLICY Dear (Customer Name), RE: At your request, we are sending the enclosed Cancellation Request/Policy Release to effect cancellation of the above policy on ( ). Please ...

Cancellation - Return Check

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The process of cancellation of the above policy is now complete, and enclosed is our check for the return premium of ( ).

Cancellation Request - Policy Release Form

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CANCELLATION REQUEST - POLICY RELEASE FORM Dear (Customer Name), RE: Because the above mentioned policy is a three-year policy and you have advised us that you do not wish to renew this policy ...

Captives And The Middle Market

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A soft insurance market is often used as an excuse for ignoring certain issues. Why bother figuring out whether to retain risk or transfer it to...

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